R&A Pro-Tax Software Solutions

Office Operations · 2027 Filing Season

Office operations today, CRM on the roadmap.

This page describes how your office relationship with R&A Pro-Tax Software Solutions™ is managed — office records, onboarding, provisioning, support, training, communications and renewal — and what is still being built. Planned CRM capabilities are labelled as planned, not sold as available.
View Plans & Pricing Ask about activation

How to read this page

Four status labels, applied to every line.

Nothing on this page is presented as included unless it carries the matching label.
Label keyAvailable in use todayPreview limited / internal reviewPlanned not yet builtThird-Party Approval Required pending written provider verificationSeparate Activation its own activation process (not automatically an extra fee)
Status label meanings
LabelMeaning
Available NowIn production use by enrolled offices today.
Included After Payment, Onboarding and ApprovalDelivered once your enrollment, agreement, and onboarding are complete.
Separate Activation RequiredReal, but activated and scoped under its own written terms.
Coming SoonPlanned and not included in a current purchase unless expressly stated.

Capabilities

What exists, what is conditional, and what is planned.

Available now

In production for enrolled offices, inside the secure office portal.

Office / customer record

Available

One office record holding the lifecycle of your relationship with R&A.

Contact & business information

Available

Legal name, DBA, addresses, owners, and authorized contacts maintained on the office record.

Enrollment & onboarding status

Available

Where your enrollment stands, from request through agreement, payment, and onboarding steps.

Agreement status

Available

Whether your service-bureau agreement is issued, pending signature, or executed.

Software-access & provisioning records

Available

What has been requested, what is in progress, and what has been delivered.

Office milestones & activity history

Available

A chronological record of onboarding, provisioning, and support activity written by the platform.

Staff & role access

Available

Who from your office may sign in and what each person may see, enforced server-side.

Support cases

Available

Create and track service cases with R&A; case history is retained against your office record.

Training progress

Available

Academy tracks, lesson progress, and certification status for your team.

Communications & notifications

Available

Branded email and SMS tied to lifecycle events, with preferences and consent enforcement.

Renewal records & reminders

Available

Your renewal record, current status, billing history, and reminders for the next filing season.

Separate activation or in evaluation

Real capabilities that are activated separately or still under internal review.

CRM & Office Operations activation

Separate Activation

The ROSSNEXUS operating layer is not automatically included with a software enrollment. Availability, scope, and fees are confirmed in writing before activation.

Office-user invitations

Preview

Invite and manage additional users attached to your office record. Implemented with restrictions and still under evaluation.

Branding / logo collection

Preview

Collection and review of your office logo and brand details used in approved materials.

Billing visibility

Preview

Customer-facing presentation of your office ledger is still being evaluated.

Document library

Preview

Executed agreements and approved office documents are stored today; a broader customer-facing library is not certified.

Mobile-app access information

Separate Activation

Taxpayer mobile-app details for your office where applicable to your package and activation.

Planned — coming soon

On the approved roadmap. Not operational, not sellable, not included today.

Prospect & client pipeline

Planned

Stages, owners, and forecast views for the taxpayers your office is working to win and retain.

Client intake & follow-up tools

Planned

Structured intake forms, reminder sequences, and follow-up task queues for your office staff.

Marketing & campaign integrations

Planned

Supported integrations will be published only once a provider is verified, supported, and sellable.

Automatic renewal execution & unattended billing

Planned

Hands-off renewal processing without an R&A review step.

Advanced renewal automation

Planned

Automated multi-step renewal campaigns, escalation sequences, and self-service completion.

Amendments / additional services

Planned

Self-service addition of approved services to an existing office relationship.

Coming Soon features are planned and are not included in the current software purchase unless expressly stated. Availability, compatible providers, eligibility, activation requirements, and pricing may change. No leads, client volume, revenue, or business results are guaranteed.

Privacy & access controls

Boundaries we keep.

  • No tax returns are prepared, calculated, or transmitted in this layer.
  • Software credentials are never displayed in these surfaces or sent in plain text.
  • Sensitive identifiers are held in a secure vault and masked in operational views.
  • Access is scoped to your office; other offices are never visible to your users.
  • Role-based access control is enforced on the server, not in the browser.

Separate activation and pricing

CRM & Office Operations, configuration services, data migration, and automation build-out are quoted separately and never bundled silently into a software quote. Your representative confirms scope and fees in writing before any work begins.

See configuration services

Roadmap FAQ

Questions about what is real today.

Is a CRM included when I buy tax software?
No. CRM & Office Operations is labelled Separate Activation Required. A software enrollment does not include it automatically.
What can I actually use today?
Your office record, enrollment and onboarding status, agreements, provisioning records, staff access, support cases, training progress, communications, and renewal records are in production use.
Does this prepare tax returns?
No. No returns are prepared, calculated, or transmitted in this layer. It manages the relationship between your office and R&A.
Will planned CRM features cost extra?
Availability, activation requirements, and pricing for planned capabilities are not final. Nothing planned is included in a current purchase unless expressly stated in writing.
Can other offices see my data?
No. Access is scoped to your office and enforced server-side. Other offices are never visible to your users.
Are lead-generation or client-acquisition results guaranteed?
No. R&A does not guarantee leads, client volume, revenue, or business results.

Want to know what your office would have on day one?

An R&A representative will walk through exactly which capabilities are active for your package and which require separate activation.

Request Enrollment Information Existing customer support